As a seasoned freelance journalist, I understand the challenges of handling projects, tracking leads, and nurturing customer relationships. In this post, I will dig into the benefits of utilizing for self-employed journalism, explore its features in terms of sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to utilize for beginners hey guys invite back in this video I will be revealing you how to use How Much Contact Can I Have Streak Crm for your customer relations collaboration communication and a lot more so let’s enter it firstly you require to go to streak.com and you will land on this site right here now is a sort of CRM that we can add to our basic Gmail to turn our Gmail into our working Hub and we can really turn our Gmail into a platform which is really amazing and I’ll reveal you how to do that as a total beginner it will assist you tailor a perfect process for your team and you will have the ability to get your work done now let’s actually get into the process now is offered as an extension and it’s totally free so when you get to the website you’ll get this alternative here which is add to Chrome and you’re.
going to select this one now it will take you to Chrome dot google.com extensions and this is our extension here click on add to Chrome click on ADD extension and your extension will be added okay it’s done and now it is contributing to Gmail and it will take me directly to my Gmail account so here we are inside our Gmail and now you can see at the top we have streak and it’s asking me to sign into my Google account so I’ll merely check in ensure to sign.
into the very same Gmail that you have included the uh you know streak to now it will ask you for your access and we’re gon na merely scroll down and click permit after including this is what your Gmail will look like now you can see here in our basic you know folders we are getting recently viewed all tracked e-mails and updated reply and after that we have this new choice which is the pipeline so if I click on Pipeline it takes me to my it takes me to my Pipeline and my mail merges so you can see this resembles our brand-new control panel for here I’ll be able to create a brand-new pipeline we have our sales orders sales again we have our Sports and hiring so this is where we’ll go create a brand-new pipeline let’s in fact do that you will click on new pipeline here and we have different options firstly we have the stages so this is where you will choose these stages for your pipeline and you can really we have a lead contacted pitched demonstration working out close phone closed uh you understand then we have nurturing alright then we have Fields so in fields we have a date of last email last e-mail from lead Source concern industry deal size company size close rate email thread count days and state and notes so if you want to add another phase you will click this Plus at the top and you will offer your phase a name let’s say that you actually wished to develop another um you understand stage here for instance let’s state I didn’t have no strings so I can produce right here.
and you can provide it your color so we can actually select various colors for each of the stages but I think all of these are really currently created so this is really quite impressive what I will do is I will in fact get rid of this one and if you seem like there is um I think pitched and demo are type of like the very same thing we simply go with the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is really let’s get rid of the demo here and after that we have working out with negotiating I can go with like in progress or something and now you can see these are my phases then I will scroll down to the fields here with each pipeline what are the various fields that you desire so you will click this plus here and we have totally free form a date check box drop down General e-mail email tracking job calls and meetings so I do not see anything for the course and meetings here so I’m gon na go here and we have call log account last call log and more so I’m gon na go with this one here this is the field that was actually missing and I’ll in fact rearrange and put the notes here okay email thread count close date okay business’s size offer size and Business size all right let’s get rid of the business size and I’m gon na in fact find something else within the basic where we have actually created by date produced followers and more so I really wish to opt for the developed.
by or maybe the fans due to the fact that I want to track my team members that are in fact following this so I will you understand put it right here now these are the a few of the fields that I desired for my pipeline now you can see there are a lot of alternatives readily available within streak is in fact one of the easiest and one of the most uh you know flexible out there it’s very easy to use with templates we have tasks too within my task again if I didn’t want to go for these sales if I made with jobs then I can choose the job stages right here and once again the fields the procedure is going to be comparable you will select these phases from here on this plus button here and you can likewise offer it different different colors we also have service Dev here you can see then we have hiring so if you do working with then this is going to be your stages job search investor fundraising others property support and customized So within our support you can see we have inbound appointed working on resolved and sound this is in fact pretty good and we likewise have custom-made where I can actually start something from the scratch absolutely according to my service for me we merely have the sales so I’m gon na go with the sales here and click create personal or.
shared so I will be sharing this with a team member so I’m going to go with the shared one here and click develop now it will just take a second for a street to produce a pipeline for me so you can see this in fact looks respectable now I will be able to include my Lead Series so you can really click on this drop down and we have manage stage or rename so as I proceed as I add different leads here what I I will do is I’ll just merely click and I’ll have the ability to include it click the top here add a box so click on ADD box here and I’m going to include a box in the lead area here and let’s simply call it brand-new and click go into so now you can see we have one lead developed let’s say that there is actually closed one so I’m going to include one here let’s just for now let’s call it new I’m going to add another lead let’s call it brand-new two we can in fact open this up in a new tab from here too however I’m just for now I’m just gon na work this way now you can see we have 2 leads then let’s state there was a called too there’s one working out so I’ll just merely click new now when you produce a lead we can really click here and it will now open the different fields that we added so this is a brand-new Elite that I produced and we have all of these various columns we have the fields that we created remember and after that we have invite colleagues so from here I can invite the staff member we have include columns we have e-mails files and remarks you can switch to the e-mails and it will reveal you the e-mails that you got in files we can even publish files and after that we have the comments at the top here once again we have the call log we have our conference notes and we even have our.
attachments so this is how you develop a lead within your when you’re finished with this you can in fact click on go into and it will be closed now it will reveal you something like this we have all of our data gathered here and at the top we’re getting our account such as two leads one called and something like this and this is where you will be getting your list we can choose different leads from here the stages and we can carry out bulk actions such as erasing and sharing as well uh another thing with srix at the top you will have the ability to see we have personal choice we have these 3 dots where we can discover these phases Combinations and automation this is among the crucial ones click here and you’ll be able to actually incorporate um other apps within yourr transfer data for alerts for automations custom-made develops and more we can also integrate our Google Sheets to ou and we’ll be able to Import and Export data they very quickly and develop our CSV files similarly now I can switch to my various folders that we have here and I can develop a new pipeline we can change to our simple Gmail very easily from here and it will likewise show me the emails that I will be receiving for my pipelines that I have developed we will even have our combine emails now with our so this is the merge e-mail and with merge e-mail what occurs is I can really produce a follow-up emails and various storage emails here and we have active instructs so using is really simple you can get going totally free by just including the integration and now you know how to utilize as a total newbie don’t.
My Journey as a Freelance Journalist:.
Prior to we dive into the information of Streak, let me offer some context about my career and how it connects to. As a freelance journalist, I’ve dealt with many clients, handled multiple tasks simultaneously, and maintained a comprehensive network of contacts. Juggling these obligations can be frustrating, and I recognized the requirement for a centralized system to simplify my operations.
In my quest for an option, I checked out numerous platforms but found them to be either too complicated or too costly for my freelance setup. That’s when I found, a game-changer in the self-employed world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that perfectly integrates with Gmail, making it ideal for self-employed journalists who greatly count on email communication. Here are some key advantages of using for your freelance journalism working with procedure:.
Intuitive Email Tracking and Organization:.
enables you to track and arrange your emails effortlessly, providing you a clear introduction of your interactions with customers, leads, and partners.
You can develop personalized pipelines directly within your inbox, making it simple to handle and keep an eye on the progress of your projects and projects.
Effective Sales Pipeline Management:.
‘s pipeline feature enables you to envision and handle your sales procedure from list building to job completion.
You can classify contacts, produce custom-made stages, set tips, and track interactions, making sure that no opportunity slips through the cracks.
Smooth Partnership and Team Effort:.
helps with collaboration by permitting you to share pipelines and interact with employee within the platform.
You can designate tasks, share crucial emails, and team up in real-time, improving efficiency and ensuring everybody remains on the exact same page.
‘s flexible workflow system allows you to tailor your pipelines and automate repetitive tasks.
You can develop templates for common email reactions, schedule follow-ups, and set up reminders, conserving you important time and effort.
in Regards to Coding and Software application:.
Beyond its application in self-employed journalism, uses advantages in regards to coding and software development. Here’s how:.
provides a robust API and substantial designer paperwork, making it easy to incorporate with other tools and develop custom services.
This versatility permits independent reporters with coding skills to extend the performance of and customize it to their particular needs.
Task Management for Software Application Advancement:.
‘s pipeline feature can be adjusted to manage software application advancement jobs, from ideation to release.
You can develop custom stages for various development phases, designate tasks to staff member, and track development effectively.
Advantages and disadvantages of
Seamless combination with Gmail, leveraging the familiarity and power of e-mail interaction.
User-friendly interface and user friendly features, reducing the learning curve.
Customizable pipelines and workflows to adapt to specific requirements.
Collective functions that boost teamwork and interaction.
Developer-friendly API for combination and customization.
Economical option for freelancers and small businesses.
Minimal reporting and analytics compared to more advanced platforms.
Lack of innovative marketing automation features.
Reliance on Gmail for full performance, restricting compatibility with other e-mail providers.
Contrast with HubSpot CRM:.
While offers substantial benefits for freelance journalists, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a brief contrast:.
offers a more cost effective solution, especially for freelancers and small businesses.
HubSpot has a free variation, however advanced features require a higher-tier paid subscription.
Features and Intricacy:.
offers a more thorough suite of functions, including advanced marketing automation and analytics.
focuses on simplicity and ease of use, offering a structured experience.
Both and incorporate with different third-party tools.
‘s smooth integration with Gmail is advantageous for users greatly reliant on email interaction.
As an independent journalist, managing your hiring process and client relationships is vital to your success. deals a economical and instinctive service that effortlessly integrates with Gmail, allowing you to streamline your operations and focus on your craft. While it may not have the sophisticated features of larger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it an ideal option for freelance reporters.
Whether you’re a material, writer, or editor developer, can empower you to take control of your freelance journalism career by efficiently managing your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism undertakings.